Estate planning and settlement at TruWest CU
Report a death at 1-855-878-9378
TruWest CU offers 19 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, TruWest CU eleven financial service centers: 8 in the Phoenix metro area (Phoenix x2, Scottsdale, Mesa x2, Chandler, Tempe, Gilbert) and 3 in Texas (two in Austin, one in Round Rock). Membership requires purchase and maintenance of at least one share as set forth in TruWest's bylaws, with a $5 minimum deposit. Home equity loans and lines are available in Arizona and Texas only. Members can also use CO-OP shared financial service centers and ATMs nationwide. Some transfer automatically to a named beneficiary, others can be held in a trust, and a few may require probate if no plan is in place.
Beneficiary management at TruWest CU is handled through direct contact. TruWest Credit Union Member Services coordinates these changes.
TruWest CU has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to review 19 account types at TruWest CU.
Preparing your estate →Death claim process
Report the death to TruWest Credit Union Member Services at 1-855-878-9378. The page lists the steps and the documents to send.
When someone dies →Reach TruWest Credit Union Member Services at 1-855-878-9378 for help with any of these procedures.
Because TruWest CU serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
TruWest Wealth Management Services advisors in Phoenix and Texas offer retirement, investment, college, estate and insurance planning; for estate planning they explain key concepts and connect members with attorneys, accountants and document preparation specialists. Investment advisory services are offered through PFG Advisors, LLC and securities through United Planners Financial Services, member FINRA/SIPC; these are separately owned from TruWest and are not NCUA-insured.
Sources
Data sourced from TruWest CU primary sources (29 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your TruWest CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
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Compare will costs across providers plus probate costs your heirs will pay.
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Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
